Institutional Ownership Invesco ETF Tr Ii Solar ETF (TAN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Solar ETF (TAN). We have compiled data on the 297 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $447 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
701
shares
|
$28,418
0.04% of portfolio
|
Q4 2023
Added 0.14%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
689
shares
|
$27,932
0.05% of portfolio
|
Q3 2021
Reduced 8.86%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
688
shares
|
$27,891
0.0% of portfolio
|
Q3 2022
Reduced 9.35%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 23, 2024 Q1 2024 |
655
shares
|
$26,553
0.02% of portfolio
|
Q4 2023
Added 0.15%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
638
shares
|
$25,864
0.0% of portfolio
|
Q3 2022
Reduced 16.38%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
612
shares
|
$24,810
0.0% of portfolio
|
Q2 2023
Added 28.84%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
600
shares
|
$24,324
0.0% of portfolio
|
Q1 2023
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
554
shares
|
$22,459
0.02% of portfolio
|
Q4 2023
New holding
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
536
shares
|
$21,729
0.0% of portfolio
|
Q1 2024
Added 30.1%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
529
shares
|
$21,445
0.0% of portfolio
|
Q3 2023
Reduced 55.85%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
500
shares
|
$20,270
0.0% of portfolio
|
Q2 2023
Reduced 19.22%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
440
shares
|
$17,837
0.0% of portfolio
|
Q3 2020
Reduced 31.25%
|
|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
411
shares
|
$16,661
0.0% of portfolio
|
Q1 2024
Added 71.97%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
386
shares
|
$15,648
0.0% of portfolio
|
Q1 2024
Reduced 85.44%
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
378
shares
|
$15,324
0.01% of portfolio
|
Q4 2023
New holding
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Apr 11, 2024 Q1 2024 |
374
shares
|
$15,161
0.0% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
Activest Wealth Management
|
Apr 24, 2024 Q1 2024 |
364
shares
|
$14,756
0.01% of portfolio
|
Q3 2023
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
350
shares
|
$14,189
0.01% of portfolio
|
Q4 2022
New holding
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
338
shares
|
$13,702
0.0% of portfolio
|
Q4 2023
Reduced 71.01%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
325
shares
|
$13,175
0.0% of portfolio
|
Q1 2022
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
325
shares
|
$13,175
0.0% of portfolio
|
Q1 2022
New holding
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
310
shares
|
$12,567
0.01% of portfolio
|
Q1 2023
Added 24.0%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
300
shares
|
$12,162
0.0% of portfolio
|
Q4 2022
New holding
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2024 Q1 2024 |
298
shares
|
$12,080
0.0% of portfolio
|
Q1 2022
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
295
shares
|
$11,959
0.0% of portfolio
|
Q3 2023
Reduced 18.96%
|